Americana Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Americana Partners’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16,000	Closed	-$969K	–	403
2024 Q4	$969K	Hold	16,000	–	–	0.04%	223
2024 Q3	$871K	Hold	16,000	–	–	0.06%	202
2024 Q2	$817K	Hold	16,000	–	–	0.06%	193
2024 Q1	$784K	Buy	+16,000	New	+$729K	0.07%	194
2023 Q4	–	Sell	-24,888	Closed	-$1.05M	–	326
2023 Q3	$1.05M	Hold	24,888	–	–	0.11%	147
2023 Q2	$1.03M	Buy	+24,888	New	+$997K	0.13%	143

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Americana Partners's MLPX Position: Q1 2025 in Review

Americana Partners sold out of Global X MLP & Energy Infrastructure ETF (MLPX) in Q1 2025, closing a stake of 16,000 shares — an estimated $969K sold.

Americana Partners first reported a position in MLPX in Q2 2023 and held it in 6 quarters. The position peaked at $1.05M in Q3 2023. 302 funds tracked by Wall St. Rank hold MLPX as of Q1 2025.

Americana Partners reported no remaining Global X MLP & Energy Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Americana Partners sold 16,000 Global X MLP & Energy Infrastructure ETF shares in Q1 2025, an estimated $969K.
Americana Partners first reported a position in Global X MLP & Energy Infrastructure ETF in Q2 2023 and held it in 6 quarters.
Americana Partners's Global X MLP & Energy Infrastructure ETF position peaked at $1.05M in Q3 2023.
302 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q1 2025.

Based on Americana Partners's 13F filing for Q1 2025, filed 12 May 2025.